RG

Rafael Guzman

Financial Planning and Analysis Manager at CoEnterprise

Rafael Guzman has a diverse work experience in various finance and accounting roles. Rafael started their career as a Research Associate at the Flushing Chamber of Commerce in 2014, where they conducted research on socio-economic factors affecting small businesses and identified target demographics for economic opportunities. In 2014, they also worked as a Finance Assistant (AP) at AlliedBarton, where they created requisitions and purchase orders using Google software. In 2015, Rafael joined Frank Recruitment Group as an Accounts Receivable Specialist, where they exported and manipulated client information to generate debt management spreadsheets and reports.

Since 2016, Rafael has been working at CoEnterprise, starting as a Junior Staff Accountant. In this role, they handled cash flow reporting, invoicing, and client account reconciliations. Rafael then progressed to the role of Accountant, where they were responsible for cash flow reporting and projecting, revenue recognition, accruals, and balance sheet reconciliations. Rafael also performed various analyses to evaluate profitability and charge-ability. Currently, Rafael holds the position of Senior Financial Analyst at CoEnterprise, where they continue to contribute their expertise in financial analysis and reporting.

Rafael Guzman attended Baruch College from 2008 to 2014, where they received a Bachelor's Degree in Economics. Rafael also completed a Bachelor of Arts (B.A.) in Economics during the same period.

Links

Previous companies

Frank Recruitment Group logo

Peers

View in org chart

Timeline

  • Financial Planning and Analysis Manager

    February 1, 2023 - present

  • Senior Financial Analyst

    February, 2020

  • Accountant

    August, 2018

  • Junior Staff Accountant

    October, 2016